Sanjeev
Butani

Eagle Strategies LLC

CRD#4947081
Investment Advisor
in Sterling, VA

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About this Advisor

Sanjeev Butani is a financial advisor based in Sterling, Virginia, working with Eagle Strategies LLC. Sanjeev has previously held positions at New York Life Insurance Company, Sagepoint Financial, Inc, Aig, Pruco Securities, LLC, The Prudential Insurance Company Of America, New York Life Insurance Com, Nylife Securities LLC, and Nylife Securities Inc. Sanjeev has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maryland and Virginia. Currently, Sanjeev is part of Eagle Strategies LLC, which operates out of Sterling, Virginia. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Sterling, VA

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

VA Average: $7,464,549,021
Total Number of Employees

2,567

VA Average: 88
Total Number of Accounts

95,287

VA Average: 3,892
Average Account Size

$213,647

VA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Sanjeev Butani Work History

2018 - Present (6 years)

New York Life Insurance Com

2018 - Present (6 years)

Nylife Securities LLC

2017 - 2018 (1 year)

Pruco Securities, LLC

2017 - 2018 (1 year)

The Prudential Insurance Company Of America

2015 - 2015 (< 1 year)

Sagepoint Financial, Inc

2015 - 2017 (2 years)

Aig

2005 - 2015 (10 years)

New York Life Insurance Company

2005 - 2015 (10 years)

Nylife Securities Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Sanjeev Butani to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eagle Strategies LLC

Arjun Srivastava
Scottsdale, AZ
Arvind Saxena
Fremont, CA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
David Anderson
Frisco, TX
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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